Dynamics 365 Field Security

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Field security is available in Dynamics 365. If you are dealing with sensitive information, you may want to prevent a field from displaying it’s data, unless you are a user with certain permissions. Dynamics 365 provides a capability to do this.

To enable Field Security, go to an entity and create a new field. You will see a field security option. Select Enable:

Add the field to your entity form and publish the customization:

Next, go to Settings->Security->Field Security Profiles:

Enter a name:

Click on Field Permissions. You will see the new field created above:

Open the field. Note the options available:

Now select a user or team to add to the field permissions. These users will be able to perform the set actions above:

Now, we can create a record and view/populate the new field as a user with permissions:

Now log in as a user without permissions. The user will see:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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